Connor P. Michael
ALASKA WEALTH ADVISORS
Anchorage, AK 99503
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CRD#: 6947540
Professional summary
Connor Patrick Michael, CFP® is a registered financial advisor currently at ALASKA WEALTH ADVISORS located in Anchorage, Alaska.
Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Connor has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NAME: Connor Michael, 3616 Carleton Avenue, Anchorage AK 99517; CATEGORY: Rental Property; INVESTMENT-RELATED: Yes; TITLE: Owner; DUTIES: Maintain and manage property; START DATE: 03/2018; HOURS PER MONTH: 3 hours; HOURS PER MONTH DURING SECURITIES TRADING HOURS: Less than 1 hour 2) NAME: Connor Michael, 1302 F Street APT B, Anchorage AK 99517; CATEGORY: Rental Property; INVESTMENT-RELATED: Yes; TITLE: Owner; DUTIES: Maintain and manage property; START DATE: 08/2021; HOURS PER MONTH: 3 hours; HOURS PER MONTH DURING SECURITIES TRADING HOURS: Less than 1 hour
CRS (Client Relationship Summary) - RIA
Click below to view Connor Patrick Michael's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
June 6, 2018 - Present
ALASKA WEALTH ADVISORS
Office #1: 3800 Centerpoint Drive Suite 910, Anchorage, AK 99503RIA
CRD#: 172151
Anchorage, AK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ALASKA WEALTH ADVISORS
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
CRD#: 172151 / SEC#: 801-80133
RIA
Registered Investment Advisory firm - (8/25/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alaska(6/6/2018)
Current Firm
AW
ALASKA WEALTH ADVISORS
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
CRD#: 172151 / SEC#: 801-80133
RIA
Registered Investment Advisory firm - (8/25/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3800 Centerpoint Drive Suite 910, Anchorage, AK 99503
Mailing Address
Phone number
(907) 272-7575
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,008 |
| AUM (Assets Under Management) | $ 925,384,680 |
Red Flags
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Company Information
ALASKA WEALTH ADVISORS
CRD#: 172151Anchorage, AK 99503TRUST BUT VERIFY
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